Getting Started as a Restricted Admin
Restricted Admins have a specialized administrative role in Trakstar Perform. They can manage many day-to-day administrative tasks for employees within their assigned scope while having limited access to system-wide administration features.
Restricted Admins can:
- Add new users to the system.
- Manage employee accounts for users within their assigned scope.
- Reset user passwords.
- Update employee email addresses and login information.
- Change employee managers and positions.
- Manage reviews, including updating due dates and canceling reviews.
Understanding Restricted Admin Access
Restricted Admins can add new users to Trakstar Perform, even if those users are not assigned to them for ongoing management.
However, after a user has been created, a Restricted Admin can only manage employees who are assigned to them or otherwise fall within their administrative scope.
Restricted Admin Limitations
Restricted Admins do not have access to the following areas of Trakstar Perform:
- Forms
- Processes
- Settings
These areas remain available only to users with broader administrative permissions.
Common Restricted Admin Tasks
Restricted Admins commonly perform the following tasks:
- Adding New Users – Create new employee accounts in Trakstar Perform.
- Editing Employee Information – Update employee account details such as email address, login information, manager, or position.
- Bulk Editing Employee Information – Make updates to multiple employee records at once.
- Proxy (Log In) as Another User – Access another user's account when authorized to assist with troubleshooting or administrative tasks.
Here are everyday tasks a Restricted Admin may take on:
- Adding New Users
- Editing Employee Information
- Bulk Editing Employee's Information
- Proxy (Login) as Another User
Want to add a Restricted Admin to your account? Learn more here or view our webinar!